How is the Product Catalog organized?

Product Catalog in Vault CRM uses a flexible, structured approach to organize your products effectively. Understanding how Products, Detail Groups, and Detail Topics work together is key to enabling granular classification, targeted messaging, and precise reporting.

Products

Products are the individual, specific items detailed by users during calls, for example, Cholecap 10mg tablets, Respiraide Inhaler, or GlucoCheck Monitor. Every product you want to track or manage in CRM calls needs to be defined here. Common Product types include Product Details, Samples, and Promotional Items.

Products fall under Detail Groups and can be assigned to one or more Detail Groups for easier organization.

Detail Groups

Detail Groups acts as folders to organize related Products and Detail Topics. They classify broader categories discussed during a call, for example, Diabetes management or vaccine portfolio.

This flexible structure allows you to assign a single Product or Topic to multiple Detail Groups to better organize your catalog.

Detail Topics

Detail Topics represent the specific subjects, key messages, or themes discussed about a Product, or within a Detail Group. They allow for a finer level of granularity in tracking what was discussed.

Topics can be associated with Products and/or Detail Groups, for example:

• The Topic titled, Mechanism of Action, can be linked to an individual Product, such as Cholecap 10mg

• The Topic titled Patient Adherence Program or Managing A1c Levels, can be associated with a Detail Group titled Diabetes Management

Detail Topics can be assigned to one or more Detail Groups.

Additionally, CLM presentations or Key Messages can be linked to Topics to ensure users have the correct, approved materials for particular discussion points.

Creating a Product, Detail Group, and Detail Topic

Learn how to create a Detail Group and Topic to add to a Product. Select Get Started to begin.